How It Works

Our Customer Success Team are here to help and support you in Getting Started with Project Central.

Getting started with Project Central

 

Cormac our Client Success Manager will briefly guide you through the product, highlight some key features and ensure you get off to the best possible start on your Project Central journey.

 

Step by step guide

We have prepared a short step by step guide to help guide you through Project Central when logging in for the first time.

Secure and Online

Project Central is an online solution. It is a safe and secure environment as it uses your existing Microsoft 365 tenant. When logging into the app for the first time you will be asked to give permissions from a security point of view of course. 

Create a new Project

Start with a blank project or use one of our pre-existing templates.

Quick set up

To get set up quickly, add a Project Description, start and due date of the project, invite your Project Team members, a tag if you want to filter your projects at a later stage.

Invite Project members

Invite team members to Project Central by clicking on a task in the task list and assigning them that way, or in the Dashboard, you can scroll down and add anyone who’s a native member of your Azure Active Directory ( anyone under your company’s Microsoft 365 subscription )

Copy from Excel

If your using excel currently to manage your projects you can copy the content across to Project Central by copy and pasting.

Check the status

@comment your team members with a status update.

Connect your files

Connect your SharePoint online library to a specific project . We don’t make a copy of your documents, we merely link to them, wherever they’re stored on your SharePoint Online. That way you can be safe in the knowledge that your documents are safe, secure and synchronized.

Gantt Chart

Check out the timeline of your tasks on the Gantt chart, this will give you a sense of a timeline of when your tasks might be completed. 

Notifications

Go to Options to adjust Task notifications, make a project private, or save it as a template for future use.

My Tasks

Check out My Tasks for a list of all your tasks across all projects.

Project Health

For a high level overview of the health of your Projects, see which deadlines are upcoming and see recent updates.

Choose your display

Configure your Projects page the way you like it. We have card view or list view options. You can filter Projects to show only the ones you’re involved in. 

Export

Create a report of how your Projects are going. Do this by filtering whatever Projects you’re interested in, and then clicking the Options button to easily export a description of your Projects.

We are here to support you

Reach out using our in-app chat support in the bottom right corner of your screen or alternatively Choose a time which works best for you and arrange a call with our Customer Success Team.